Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors holds 61 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.5 $44M 66k 669.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 19.3 $37M 61k 600.37
Apple (AAPL) 12.4 $23M 92k 254.63
Costco Wholesale Corporation (COST) 5.6 $11M 12k 925.69
NVIDIA Corporation (NVDA) 5.1 $9.7M 52k 186.58
Amazon (AMZN) 3.4 $6.4M 29k 219.57
Vanguard World Health Car Etf (VHT) 3.0 $5.6M 22k 259.60
Visa Com Cl A (V) 2.2 $4.2M 12k 341.38
Meta Platforms Cl A (META) 2.2 $4.2M 5.7k 734.38
Proshares Tr S&p 500 Dv Arist (NOBL) 1.8 $3.4M 33k 103.07
Ishares Tr Russell 3000 Etf (IWV) 1.7 $3.1M 8.3k 378.94
Tesla Motors (TSLA) 1.6 $3.0M 6.8k 444.72
Ishares Tr Rus Mid Cap Etf (IWR) 1.4 $2.7M 28k 96.55
Microsoft Corporation (MSFT) 1.3 $2.5M 4.9k 517.95
Ishares Tr Core Msci Intl (IDEV) 1.1 $2.1M 26k 80.17
Broadcom (AVGO) 1.0 $1.8M 5.5k 329.91
Strategy Cl A New (MSTR) 0.9 $1.7M 5.2k 322.21
Coinbase Global Com Cl A (COIN) 0.7 $1.4M 4.0k 337.49
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.7 $1.3M 2.9k 463.74
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.3M 5.3k 243.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.2M 1.8k 666.18
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.2M 4.8k 243.57
Vanguard World Inf Tech Etf (VGT) 0.5 $973k 1.3k 746.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $921k 1.8k 502.74
Palantir Technologies Cl A (PLTR) 0.5 $915k 5.0k 182.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $873k 16k 54.18
Netflix (NFLX) 0.5 $852k 711.00 1198.92
Vertiv Holdings Com Cl A (VRT) 0.4 $830k 5.5k 150.86
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $787k 12k 68.46
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $720k 2.5k 293.74
MercadoLibre (MELI) 0.3 $654k 280.00 2336.94
Vanguard Index Fds Large Cap Etf (VV) 0.3 $598k 1.9k 307.86
Robinhood Mkts Com Cl A (HOOD) 0.3 $501k 3.5k 143.18
Eli Lilly & Co. (LLY) 0.3 $487k 638.00 763.00
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $477k 5.4k 88.96
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.2 $465k 19k 25.19
Arista Networks Com Shs (ANET) 0.2 $463k 3.2k 145.71
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $405k 7.1k 57.10
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $404k 2.9k 141.50
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $399k 15k 27.30
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $395k 1.8k 215.79
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $365k 3.5k 103.36
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.2 $356k 15k 23.07
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $337k 6.6k 51.04
Ishares Gold Tr Ishares New (IAU) 0.2 $326k 4.5k 72.77
JPMorgan Chase & Co. (JPM) 0.2 $295k 936.00 315.60
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $285k 5.7k 50.27
Verisign (VRSN) 0.1 $260k 930.00 279.57
RBB Motley Fol Etf (TMFC) 0.1 $257k 3.6k 70.53
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $257k 1.7k 155.45
McDonald's Corporation (MCD) 0.1 $254k 835.00 303.89
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $250k 3.5k 71.37
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $244k 2.6k 95.14
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $243k 2.5k 99.11
Flex Ord (FLEX) 0.1 $232k 4.0k 57.97
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $228k 4.3k 53.24
Honeywell International (HON) 0.1 $211k 1.0k 210.50
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $206k 2.8k 73.29
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $206k 1.7k 120.50
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) 0.1 $202k 4.0k 50.44
Etf Opportunities Trust T Rex 2x Long Ms (MSTU) 0.1 $107k 23k 4.65